AI agents for sales teams
More pipeline, with the sales team you have.
Agents route leads, keep the CRM clean, and draft follow-ups, so your reps spend their day selling instead of updating fields.
What agents handle
The repetitive sales work, with a person signing off where it counts.
TaskWhat the agent doesWho signs off
Lead routingScores inbound leads and assigns them to the right rep within minutes.Sales lead
CRM hygieneUpdates deal stages, next steps, and contacts from emails and calls.Runs on its own
Follow-up draftsDrafts follow-ups after every call using the call notes.The rep
Meeting bookingOffers times and books discovery calls on the rep's calendar.Runs on its own
Pipeline reportBuilds the weekly pipeline summary for the leadership meeting.Head of sales
Works withHubSpotSalesforceGmailOutlookGoogle CalendarGongApolloSlack
How we think about it
Agents update the CRM. Your reps keep the relationships.
Sales FAQ
Questions sales leaders ask
Will agents email prospects on their own?
Only if you want them to. Most teams start with agents drafting and reps sending, then decide which emails can go out automatically.
Does this work with our CRM?
HubSpot and Salesforce are the most common. We confirm yours on the strategy call.
How do agents learn our sales process?
We map it in the audit week, from your stages to your qualification rules, and build the agents around it.
AI agents take the sales busywork.
Book a 30-minute call. We'll map where agents would help your sales team most.
Book a strategy callhello@workload.ai